Set up an organisation in 9 steps

Set up your organisation in Xero. You'll need to collect a few key things before you start.

Setup may only take a few minutes. This'll depend on how
much data you want to bring in, how readily available it is, and if you need support. We suggest you take the time to complete these steps to save coming back to fix things later, even though you can fly through setup by entering the bare minimum.

As you move on to each step, Xero saves the step you’ve just completed. If you exit the Setup Guide, the next time you log in, Xero will start you on the step you left. During setup, you can change anything you’ve entered.
Nothing is committed into Xero until you finish the last step.

After setup you can change or complete any information using Settings > General Settings.